Position in WLTH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,796,902
+$634,632 QoQ
Shares Held
312,853
+33.8% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#35
of 139 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in WLTH Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026MORGAN STANLEY holds $33,109,415,396 across 179 Software - Application names. WLTH ranks #115 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UBER |
Uber Technologies, Inc
|
72,847,766 | $5,256,694,785 | |
| 2 | CRM |
Salesforce, Inc.
|
23,311,316 | $3,651,950,754 | |
| 3 | SHOP |
Shopify Inc.
|
25,517,034 | $2,913,534,933 | |
| 4 | NOW |
ServiceNow, Inc.
|
26,630,984 | $2,643,924,082 | |
| 5 | ADP |
Automatic Data Processing Inc
|
8,361,515 | $1,872,561,274 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
3,585,961 | $1,345,882,872 | |
| 7 | INTU |
Intuit Inc.
|
4,935,654 | $1,288,205,694 | |
| 8 | DDOG |
Datadog, Inc.
|
4,643,376 | $1,208,949,367 |
All Filings in WLTH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,796,902 | 312,853 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,162,270 | 233,759 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $98,988 | 7,284 | Shares | Defined | 2026-05-27 | |
| No filing history on record for this holder in this stock. | ||||||